Claude Skills by AviMYB

Create a complete new custom entity (module) in MyBusiness CRM -- tables, fields, sample data, list page with inline edit, custom JS, and menu integration. Use this skill whenever the user wants to create a new entity, new module, new object type, add a new business concept to the CRM, or build a full CRUD workflow for a custom table. Examples: creating an Affiliates module, a Suppliers entity, a Projects entity, a Vehicles table, an Inventory system, a Courses module, or any custom entity wi...

Create a 'System-Tables'-style settings/admin page in MyBusiness CRM for managing the values of a lookup/status table (e.g. SupplierStatuses, ProjectStatuses, any custom <Entity>Statuses / <Entity>Types / <Entity>Priorities) with inline add / edit / delete, matching the built-in System-Tables-Task-Statuses / System-Tables-Sale-Statuses pages. Use this skill whenever the user wants an admin/settings screen where users (usually Admins) can add and edit the option values of a custom lookup table...

Create and manage reports and queries in MyBusiness CRM. Use this skill whenever the user wants to create a report, build a query, set up a dashboard view, add a data view to a page, create an aggregated/pivot report, or configure scheduled report delivery. Also use when the user mentions: reports page, dynamic queries, sales summary, leads report, cases breakdown, filtered table view, data export/CSV, cross-tab analysis, or any kind of data slicing/dicing in MyBusiness CRM. Trigger for both ...

Build a post-case satisfaction survey (CSAT) in a MyBusiness CRM tenant — a one-click rating from the closing email that lands on the case itself, a negative rating that becomes actual work, and a score wired into a report the manager already reads. Use whenever a customer asks for a satisfaction survey, service rating, smiley feedback, NPS-style score, or 'send the customer a survey when we close the ticket': סקר שביעות רצון, משוב לקוח, דירוג שירות, סמיילים במייל, דירוג בסגירת פנייה, שאלון ש...

Create, modify, and maintain analytical dashboards in MyBusiness CRM. Invoke whenever the user wants to build a dashboard for any entity (Sales, Leads, Cases, custom entities), redesign one, add KPI counters, charts (Bar/Line/Pie/Doughnut) or embedded data tables to a dashboard page, integrate it into the CRM 'Dashboard Menu', or troubleshoot a broken-looking dashboard (empty charts, page with no nav, missing menu entry, two elements in one slot). Strong triggers: דשבורד, דאשבורד, KPI, מד, ספ...

Bulk import data (leads, sales, accounts) into MyBusiness CRM from Excel/CSV files, AND generate synthetic/sample/demo data programmatically. Use this skill whenever the user uploads a file (Excel, CSV, XLSX) and asks to create records, OR asks to seed synthetic/demo data into CRM tables — including realistic MyChat/WhatsApp conversations (channels → conversations → messages). Triggers on phrases like 'תעלה קובץ', 'תקים מכירות', 'תפתח לידים', 'file import', 'העלאת נתונים', 'הקמת מכירות מקובץ'...

Run a Fit-Gap analysis for a MyBusiness CRM customer - classify every requirement from the discovery document against actual product capabilities and produce a branded Hebrew HTML report + machine-readable workbook. Use after business discovery (אפיון) when the user asks for - fit gap, ניתוח פערים, ניתוח התאמה, gap analysis, 'מה המערכת יודעת לעשות מתוך הדרישות', סיווג דרישות, scope decision, הערכת היקף לדרישות, או כשיש req-register.csv שצריך לסווג. Classification uses the evidence-backed capa...

Configure form rules (חוקי טופס) on MyBusiness CRM form/card pages — conditional hide/show, conditional required, readonly/lock, fixed/dynamic values, formulas, validation messages, URL-prefill. Form rules have NO admin UI — MCP is the only authoring path — so invoke this skill for ANY form-rule request and for WP7 (חוקי טופס) of the build work plan. Triggers: 'שדה חובה רק כשסטטוס = X', 'תסתיר את השדה עד שנבחר סוג', 'תנעל את הכרטיס אחרי סגירה', 'ערך ברירת מחדל בטופס', 'הצג הודעת אזהרה בטופס',...

Zero to connected: open a MyBusiness CRM trial, log in for the first time, and connect this plugin to YOUR system in either supported way — signing in with your CRM user (permission-aware) or application credentials (Application Id + API key from the builder environment). Proves the connection is live, says which database you reached, and diagnoses the usual failures ('Authorization header is required', 'invalid_token', no tools at all, 'Permission denied on get', wrong database, duplicate se...

MyBusiness CRM product knowledge base (librarian). Use whenever you need authoritative product facts - 'can MyBusiness do X?', capability/fit-gap classification, module behavior (CRM core, MyBooks, MyCampaigns, MyChat, MyCollege, TimeSheet), data model and field conventions, customization grammar (pages, table views, dashboards, reports, triggers, form rules, permissions, terminology, quote templates, portals), API/MCP tool parameters, known limitations, or the implementation methodology (dis...

Create a working multi-select (multi-pick) field in MyBusiness CRM that lets users choose multiple values from a lookup table. The field uses Simbla's special name-pattern convention (`array_<purpose>_Pointer_<TargetTable>`) so the runtime renders it as a true `<select multiple>` driven by Select2 without any custom JS. Use this skill whenever the customer wants a multi-select field, checklist-style field, tags field, multi-pick dropdown, or any field that should store an array of pointer obj...

Set up and verify the MyBooks billing module (מודול חשבוניות והנהלת חשבונות) for a MyBusiness CRM customer — business identity and VAT settings, document types and numbering sequences including legacy-sequence continuation (המשך רצף ממערכת קודמת), credit-clearing setup (Upay/Pelecard), retainers / recurring charges (ריטיינר, הוראות קבע), hosted payment pages and embeddable payment buttons, document email dispatch, Israeli-compliance hookups (חשבונית ישראל, מבנה אחיד), ending with a verificati...

Create, redesign, and edit record card pages (form pages) in MyBusiness CRM. Use this skill whenever a customer wants to build a new card page for any entity (Account, Sale, Case, Task, Contact, or any custom table), redesign an existing card page, add sections or fields to a page, organize fields into logical groups, add section headers, add related data tables to a card, improve page layout, or fix poorly structured pages. Also use when the user mentions: דף כרטיס, עיצוב דף, בניית דף, עריכת...

Build, edit, and embed table-view UI elements (data-table, dynamic-data-table, simbla-table) on MyBusiness CRM pages. Invoke whenever a user wants to touch ANY table on a page — add/remove/reorder columns, change filters/sort/paging, switch edit mode (inline/modal/sidebar), Excel export, multi-row edit, summary/totals row, conditional formatting (row/cell colors), embed a related-records widget on a card page, or build a new list page like Cases/Accounts. Strong triggers: data-table, simbla-t...

Configure parent/child (cascading) Pointer fields in MyBusiness CRM so a child dropdown shows only the values matching a parent dropdown's current selection on the same form. Uses Simbla's native `Define Parent` / `subclassDepend` convention — no custom JavaScript. Use this skill whenever the customer wants conditional/cascading dropdowns, dependent picklists, parent-child Pointer relationships, or restricting status/category options by another field on the card. Strong triggers in Hebrew: 'ש...

יצירה ועריכה של תבניות הצעות מחיר (PDF Templates) במערכת MyBusiness CRM. השתמש בסקיל זה בכל פעם שלקוח רוצה: ליצור תבנית הצעת מחיר חדשה (branded quote template); לעצב מחדש תבנית קיימת עם לוגו, צבעי מותג ומבנה עמודות; לשכפל תבנית ולהתאים אותה לקהל/מוצר שונה (למשל מותג א' → מותג ב'); לפתור בעיות בתבנית קיימת (לוגו קטן, צבעים לא מוצגים ב-PDF, בלוק חתימה נראה); להוסיף לוגו, לחתוך אותו, להעלות אותו למערכת ולעדכן את התבנית; או להבין מה בתבנית הוא דינאמי (מהנתונים) ומה סטטי (תוכן קבוע). טריגרים: תבני...

Rename CRM entity terms to match a customer's domain language in MyBusiness CRM. Use this skill whenever a customer needs to change how entities are labeled - for example renaming 'מכירה' (Sale) to 'פרויקט' (Project), 'לקוח' (Account) to 'משתתף' (Participant), or 'פנייה' (Case) to 'קריאה' (Call). Triggers on requests like: 'שנה מכירה לפרויקט', 'rename sales to projects', 'התאמת מונחים', 'שינוי שמות ישויות', 'the customer calls sales projects', 'העמותה קוראת ללקוחות משתתפים'. Also use when a c...

Configure and operate the SLA mechanism for the Cases module in MyBusiness CRM — terminology, case states, working hours / Israeli holidays / special dates, SLA targets, triggers that populate SLA fields, per-status SLA tracking table with a Case-card widget, scheduled escalation triggers, and the three standard SLA reports. Use whenever a customer wants deadlines for case handling, SLA in days/hours, per-status SLA progress on the case card, escalation alerts before/after breach, SLA reports...

Create a timestamp (date) field in MyBusiness CRM that automatically records when a specific field is set or changed. Use this skill whenever a customer wants to document/log/track when a field was changed, record the date of a status change, timestamp when an owner was assigned, track when a field was first set, audit field change dates, or create date-based SLA tracking. Triggers on requests like: 'תיעוד תאריך שינוי סטטוס', 'מתי שונה האחראי', 'timestamp for field change', 'לתעד מתי שדה השתנ...

Create, configure, and manage triggers (automations) in MyBusiness CRM using MCP tools. Use this skill whenever a customer wants to set up automations, create triggers, configure automatic actions on record create/update, schedule time-based triggers, send automatic emails/SMS/WhatsApp on status change, auto-create records, auto-update related records, send notifications, call webhooks, or run server-side code. Also use when troubleshooting existing triggers or when the user mentions: טריגר, ...

Manage users, roles, packages and table permissions in MyBusiness CRM. Use this skill whenever a customer wants to create/update users, assign packages (Business, Enterprise, etc.), onboard or offboard staff, manage user permissions, create custom roles, add or remove users from roles, configure table access (CLP - Class Level Permissions), set up access control, deactivate employees, reset passwords, or create portal users. Also use when the user mentions: משתמש חדש, הוספת משתמש, יצירת משתמש...

Generate production-ready code (JavaScript/jQuery, PHP, Python, C#, Node.js) that submits an external HTML form to MyBusiness CRM via the `web2lead` / `web2table` cloud functions — capturing leads or creating linked records (Sales, Cases, custom tables) on a customer's CRM. Use whenever the user wants to integrate a landing page, contact form, registration form, or any external HTML form with MyBusiness CRM, or asks for `web2lead`, `web2table`, `web2sale`, `web2case`, `web2contact` or similar...